Portfolio Management and Trading
Gain a holistic solution that will scale with your needs and help optimize your investment process from research and portfolio management to compliance and trading. Whether it's company research, global portfolio monitoring, or multi-asset execution management, access a consolidated front office solution that meets your evolving workflow needs.
Maximize your portfolio performance and transform how you discover, decide, and execute.
Execute your investments by combining powerful analytics with market-leading trading technology and sophisticated automation.
Analyze, communicate, and execute orders with diverse market participants and liquidity destinations through highly efficient, customized, and automated workflows.
Construct optimal portfolios using FactSet's optimization tools and access a breadth of integrated, centralized market data.
Portfolio Management and Trading
Trust FactSet's Front Office solutions to help you manage portfolios. Access leading financial data, sophisticated portfolio construction, news and internal research in a unified front office platform that takes you from data, to idea, to actions - faster.
Benefits and Features
Filter out the noise and quickly access relevant, real-time news about the companies and markets you care about with FactSet StreetAccount. Quickly unlock insights to inform critical business decisions from earnings call transcripts. Submit custom queries into an AI-powered conversational chatbot to surface key data points and explore trending themes. Monitor watch lists, multi-asset class portfolios, and daily market movements alongside internal research notes to track the latest changes in active core, thematic, quantitative, and alternative investing.
Discover untapped alpha with access to unique datasets and alternative data, and gain one-of-a-kind insight with deep research into interconnecting business relationships, company ESG scores and practices, and more. Identify opportunities and measure risk exposure in the global equities and derivatives markets using FactSet’s supply chain, geographic revenue, and entity structure information.
Quickly test ideas by simulating security trades, compare pre- and post-trade portfolios, and review their compliance before passing them to the trading desk for execution. Boost your trading confidence with a single set of holdings and analytics that can be used for both front-office portfolio decision-making and middle-office portfolio analysis and reporting.
Ensure pre- and post-trade compliance with active and passive breach management. Leverage FactSet’s turnkey integration with our execution management system (EMS) or easily integrate your third-party OMS or EMS using APIs.
Competitive Strategies for Active Managers eBook
Explore the techniques and data winning portfolio managers are using to improve performance, the key traits of successful portfolio managers, and how asset managers can diversify their product suites to attract new assets.